Filed September 8, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,578 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,278 | $64,909-4.1% | $82,313-24.3% | $62,2920% |
| Participation rate | 79.5% | 74.9%+4.6pp | 76.9%+2.6pp | 69.5%+10.0pp |
| Annual return | 14.40% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $743 | $1,676-55.7% | $2,428-69.4% | $2,042-63.6% |
| Participant deferral / active EE | $2,375 | $3,103-23.5% | $3,706-35.9% | $3,169-25.1% |
| Admin fee / account holder | $25 | $440-94.3% | $5,608-99.6% | $479-94.8% |